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Wallace Advisory Group’s Gerdau GGB Stock Holding History

Wallace Advisory Group’s Portfolio GGB Stock Details GGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-15,430
Closed -$63.4K – 178
2023
Q2 		$63.4K Hold
15,430
– – 0.05% 169
2023
Q1 		$63.4K Buy
15,430
+21
+0.1% +$94 0.05% 169
2022
Q4 		$67.7K Buy
+15,409
New +$66.3K 0.05% 153

Other funds holding GGB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wallace Advisory Group's GGB Position: Q3 2023 in Review

Wallace Advisory Group sold out of Gerdau (GGB) in Q3 2023, closing a stake of 15,430 shares — an estimated $63.4K sold.

Wallace Advisory Group first reported a position in GGB in Q4 2022 and held it in 3 quarters. The position peaked at $67.7K in Q4 2022. 187 funds tracked by Wall St. Rank hold GGB as of Q3 2023.

  • Wallace Advisory Group reported no remaining Gerdau position as of Q3 2023 after selling out during the quarter.
  • Wallace Advisory Group sold 15,430 Gerdau shares in Q3 2023, an estimated $63.4K.
  • Wallace Advisory Group first reported a position in Gerdau in Q4 2022 and held it in 3 quarters.
  • Wallace Advisory Group's Gerdau position peaked at $67.7K in Q4 2022.
  • 187 funds tracked by Wall St. Rank held Gerdau as of Q3 2023.

Based on Wallace Advisory Group's 13F filing for Q3 2023, filed 5 Oct 2023.